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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-29 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
11 5Th Street Suite 108, Petaluma, CA 94952 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Choreo, Llc | Petaluma | CA | 07/2026 | Present |
| Allied Growth Ventures | San Francisco | CA | 11/2025 | 07/2026 |
| Unemployed | San Francisco | CA | 11/2024 | 10/2025 |
| Hamilton Zanze | San Francisco | CA | 11/2022 | 10/2024 |
| Pisenti & Brinker Llp | Petaluma | CA | 08/2022 | 10/2022 |
| Unemployed | Corte Madera | CA | 11/2021 | 07/2022 |
| Pisenti & Brinker Llp | Petaluma | CA | 01/2018 | 11/2021 |
| Pacific American Group | Sausalito | CA | 07/2017 | 12/2017 |
| University Of Oregon | Eugene | OR | 08/2014 | 06/2017 |
PAX Express, Inc. - Non-investment-related; Sacramento, CA; shipping logistics; President; proprietor/owner; 9/2025; 15 hrs/month; 0 hours during securities trading hours; payroll processing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-10 |
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